StockDriftsStockDriftsTop 50 Samjo Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PDFS | PDF SOLUTIONS INC | 12.69% | 1.15M | $32.8M | +2.70%(+30.30K) | $30.26(+38.41%) | 2025-12-31 | |
| GENI | GENIUS SPORTS LIMITED | 8.4% | 1.97M | $21.7M | +21.80%(+353.12K) | $6.80(-29.29%) | 2025-12-31 | |
| AIOT | POWERFLEET INC | 7.16% | 3.48M | $18.5M | +14.70%(+446.07K) | $5.53(-41.21%) | 2025-12-31 | |
| INSE | INSPIRED ENTMT INC | 6.31% | 1.75M | $16.3M | -18.50%(-396.21K) | $10.55(-34.76%) | 2025-12-31 | |
| AIP | ARTERIS INC | 6.15% | 1.03M | $15.9M | -28.62%(-411.90K) | $7.77(+161.15%) | 2025-12-31 | |
| ZETA | ZETA GLOBAL HOLDINGS CORP | 4.14% | 526.2K | $10.7M | +15.56%(+70.86K) | $13.42(+29.39%) | 2025-12-31 | |
| SLB | SLB LIMITED | 3.39% | 228.5K | $8.8M | -14.83%(-39.80K) | $41.30(+26.92%) | 2025-12-31 | |
| CGNT | COGNYTE SOFTWARE LTD | 3.26% | 896.3K | $8.4M | +64.41%(+351.15K) | $8.85(+9.25%) | 2025-12-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.87% | 14.8K | $7.4M | +2.84%(+408) | $374.00(+26.76%) | 2025-12-31 | |
| QXO | QXO INC | 2.51% | 337.1K | $6.5M | +11.06%(+33.56K) | $20.19(+15.02%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.54% | -4.55% |
| Top 20 Holdings Unweighted | +5.64% | +17.89% |
Sign up free to track Samjo Management, Llc, compare funds side by side, and get alerts the moment positions change.